Company Information

Get to know the o'donnell group - a wealth planning firm

The O'Donnell Group, Inc. is a fee-only Registered Investment Adviser that acts as a fiduciary for its clients. The firm specializes in creating comprehensive wealth plans, offering services in financial planning, investment management, and retirement planning, primarily for pre-retirees and retirees. Their approach is centered on understanding clients' personal goals to provide clarity and confidence in their financial lives.

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Financial Wealth ManagementPRIMARY
Financial Other Service

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the o'donnell group - a wealth planning firm

United States

Founded in

2009 (17 Years)

Founded

Last online: No recent activity

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FTD LIMITED

(505 reviews)

British Virgin Islands

2017

(9 years)

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BVI FSC

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.